Planning for Required Minimum Distribution the Right Way

financial advisor standing at front of class during retirement presentation

This class, open to the public and taught by CERTIFIED FINANCIAL PLANNER™  Robert Jeter will examine various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMDs (Required Minimum Distributions), charitable giving, and other tax-related items.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.